>> the difficulty that the russian budget is experiencing is that they are having an expanding deficit at $110 a barrel. if we go back several years, they're doing rather well balancing the budget at $60 a barrel. every single increased difficulty in funding export into what is the kremlin our needs and that is a full flow of finance. >> how much substitution can there be? are there ways around the situation? >> no. the energy crisis in the ukraine will become acute and quickly. , thered no difficulty was an arrangement that had been set up between ukraine and russian gas prom -- and russian azprom. there were supposed to be an extension of credit. all of that is over. it is back to cash on the barrel head and ukraine cannot afford to buy natural gas. an lngalking about terminal outside of odessa, but that will not particularly help. one problem people have not really looked at yet is the ukrainians, like a number of people in europe, have been relying on toward coal to offset the natural gas pricing situation. there are some reverberations this morning from the netscape onetsk. intern